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Capital Group Private Client Services’s Salesforce CRM Stock Holding History

Capital Group Private Client Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Sell
37,760
-10,512
-22% -$1.85M 0.08% 96
2026
Q1 		$9.01M Sell
48,272
-24,202
-33% -$5.01M 0.15% 72
2025
Q4 		$19.2M Sell
72,474
-3,517
-5% -$874K 0.31% 50
2025
Q3 		$18M Sell
75,991
-199,466
-72% -$50.3M 0.3% 47
2025
Q2 		$75.1M Buy
275,457
+29,200
+12% +$7.81M 0.65% 36
2025
Q1 		$66.1M Buy
246,257
+2,590
+1% +$806K 0.65% 43
2024
Q4 		$81.5M Sell
243,667
-2,707
-1% -$864K 0.75% 34
2024
Q3 		$67.4M Sell
246,374
-8,769
-3% -$2.25M 0.64% 44
2024
Q2 		$65.6M Sell
255,143
-8,529
-3% -$2.28M 0.66% 40
2024
Q1 		$79.4M Buy
263,672
+56,091
+27% +$16.2M 0.81% 35
2023
Q4 		$54.6M Buy
207,581
+34,640
+20% +$7.84M 0.56% 55
2023
Q3 		$35.1M Buy
172,941
+39,752
+30% +$8.59M 0.43% 76
2023
Q2 		$28.1M Buy
+133,189
New +$27.2M 0.33% 91

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Group Private Client Services's CRM Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $1.85M and leaving 37,760 shares worth $5.92M. The position accounts for 0.08% of the portfolio, ranked #96.

Capital Group Private Client Services first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $81.5M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Group Private Client Services held 37,760 shares of Salesforce worth $5.92M as of Q2 2026.
  • Capital Group Private Client Services sold 10,512 Salesforce shares in Q2 2026, an estimated $1.85M.
  • Salesforce made up 0.08% of Capital Group Private Client Services's portfolio in Q2 2026, its #96 holding.
  • Capital Group Private Client Services first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Capital Group Private Client Services's Salesforce position peaked at $81.5M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.